StephenCunha, CFP®, CLU®, CLTC®

Director of Retirement Plan Services

Domicile State: MA

Stephen M. Cunha, CFP®, CLU®, CLTC has over 15 years of experience in the financial services industry. Steve began his career in 1993 as a personal financial representative after a year on active duty as an infantry officer in the U.S. Army. Since that time he has been successfully working with clients in the New England Area.

Steve focuses on retirement plan design and service, executive compensation planning and personal retirement planning. He has dedicated his career to reversing the trend of low savings rates in America – one client at a time.

His two-stage process works with corporate retirement plan sponsors in implementing a retirement plan that helps to effectively prepare employees for a successful retirement. Stage two of the process consists of personal financial planning that assists business owners and employees with the retirement transition process. This approach enables them to define, implement, and monitor a practical retirement income and wealth preservation strategy. He has the essential ability to deliver a unique client experience.

Mr. Cunha received his BA in Economics in 1992. He is a member of several industry organizations and has earned his CERTIFIED FINANCIAL PLANNER™ certification, Chartered Life Underwriter and Certified in Long-Term Care designations.